EFS
Essex Financial Services’s Eastern Bankshares EBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
70,319
-1,134
| -2% | -$17.3K | 0.07% | 238 |
|
|
2025
Q1 | $1.17M | Sell |
71,453
-24
| -0% | -$394 | 0.08% | 207 |
|
|
2024
Q4 | $1.23M | Sell |
71,477
-5,751
| -7% | -$99.2K | 0.09% | 196 |
|
|
2024
Q3 | $1.28M | Sell |
77,228
-709
| -0.9% | -$11.8K | 0.09% | 192 |
|
|
2024
Q2 | $1.17M | Buy |
77,937
+442
| +0.6% | +$6.66K | 0.09% | 206 |
|
|
2024
Q1 | $1.07M | Sell |
77,495
-1,370
| -2% | -$18.9K | 0.1% | 198 |
|
|
2023
Q4 | $1.12M | Sell |
78,865
-9,130
| -10% | -$130K | 0.12% | 173 |
|
|
2023
Q3 | $1.1M | Sell |
87,995
-4,984
| -5% | -$62.5K | 0.13% | 165 |
|
|
2023
Q2 | $1.14M | Sell |
92,979
-3,235
| -3% | -$39.7K | 0.13% | 161 |
|
|
2023
Q1 | $1.21M | Buy |
96,214
+518
| +0.5% | +$6.54K | 0.13% | 160 |
|
|
2022
Q4 | $1.65M | Sell |
95,696
-1,489
| -2% | -$25.7K | 0.17% | 122 |
|
|
2022
Q3 | $1.91M | Buy |
97,185
+11,010
| +13% | +$216K | 0.23% | 101 |
|
|
2022
Q2 | $1.59M | Buy |
86,175
+1,829
| +2% | +$33.8K | 0.18% | 119 |
|
|
2022
Q1 | $1.82M | Buy |
84,346
+9
| +0% | +$194 | 0.17% | 123 |
|
|
2021
Q4 | $1.7M | Sell |
84,337
-5,045
| -6% | -$102K | 0.17% | 126 |
|
|
2021
Q3 | $1.81M | Sell |
89,382
-767
| -0.9% | -$15.6K | 0.21% | 113 |
|
|
2021
Q2 | $1.74M | Hold |
90,149
| – | – | 0.25% | 96 |
|
|
2021
Q1 | $1.74M | Buy |
90,149
+12
| +0% | +$231 | 0.31% | 83 |
|
|
2020
Q4 | $1.47M | Buy |
+90,137
| New | +$1.47M | 0.29% | 85 |
|